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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $253,125 |
NEUBERGER BERMAN7+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 · EIN 13-5521910 605 THIRD AVE 2ND FL BOX 2-11 · NEW YORK, NY 101580000 | Investment Management | $233,120 |
RIDGEWORTH7+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT M Service code 28 · EIN 95-4575414 DEPT LA 21569 · PASADENA, CA 911850000 | Investment Management | $212,689 |
DIAMOND HILL7+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 325 JOHN H MCCONNELL BLVD. STE 200 · COLUMBUS, OH 432150000 | Investment Management | $144,214 |
BLACKSTONE7+ years Filed as: BLACKSTONE ALTERNATIVE ASSET M Service code 28 · EIN 13-3702086 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $133,403 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE Service code 28 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $103,570 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $101,636 |
RICHMOND CAPITAL MANAGEMENT7+ years Service code 28 · EIN 54-1288566 | Investment Management | $93,058 |
BRADFORD & MARZEC7+ years Service code 28 · EIN 26-1870753 333 S HOPE STREET, SUITE 4050 · LOS ANGELES, CA 900710000 | Investment Management | $63,961 |
MANNING & NAPIER7+ years Filed as: MANNING AND NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 PO BOX 925 · FAIRPORT, NY 144500000 | Investment Management | $56,852 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 13.29% | 24.46%-11.2pp | 11.08%+2.2pp | 13.24%+0.1pp |
| Employer contribution / active EE | $19,277 | $11,981+60.9% | $28,418-32.2% | $14,616+31.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |